We serve ordinary people, helping them achieve their life's purpose and do extraordinary things.

We help families in 27 states manage their financial assets so they can focus on what gives them joy, meaning and purpose. Executives, professionals, entrepreneurs and multigenerational families – all goal-oriented, long-term investors – now have personalized strategies for comfortable retirements, confident life transitions and lasting legacies. We limit our number of clients to guarantee personal attention.

To help each family think big and achieve their life's purpose, we:
1. Develop personalized financial strategies across multiple goals – retirement, education, protection and inheritance.
2. Execute those strategies, allocating assets in quality investments to help build and protect wealth.
3. Partner with clients over their lifetime, monitoring progress and providing financial advice and behavior coaching.

After a thriving career in management, I moved from success to significance by joining Edward Jones as a financial advisor in 2017. I earned the firm's coveted Ted Jones award in Year 1. Every day, I can make a meaningful, measurable difference in the lives of people I serve.

With degrees from prestigious institutions (Kellogg, IIM Calcutta, IIT Bombay), the CERTIFIED FINANCIAL PLANNER™ certification from Northwestern University and over 20 years of business experience with blue-chip multinationals (Genpact, Strategy&, Booz Allen Hamilton, GE Capital, Deloitte and Infosys), my life experiences, problem-solving skills, knowledge and acumen empower clients to make informed life decisions and investment choices. Ours is a disciplined, comprehensive approach.

With the attentive and trusted support of Branch Office Administrator Monika Szejda-Mudrewicz, our clients know their families are well cared for.

Personally, I love running the Chicago half marathon every year and have a sweet tooth. Our family (wife Lavanya, son Aryan and daughter Ria) loves travel (especially to Italy) and pizza.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Running
  • Soccer
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat 10:00AM - 01:00PM
Sun Closed

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